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Computer Science Department California Polytechnic State University San Luis Obispo, CA, U.S.A. Franz J. Kurfess Knowledge Organization
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Page 1: Knowledge Organization - users.csc.calpoly.eduusers.csc.calpoly.edu/.../481/W11/Slides/3-Knowledge-Organization.pdf · Franz Kurfess: Knowledge Organization Object Selection what

Computer Science DepartmentCalifornia Polytechnic State University

San Luis Obispo, CA, U.S.A.

Franz J. Kurfess

Knowledge Organization

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Some of the material in these slides was developed for a lecture series sponsored by the European Community

under the BPD programwith Vilnius University

as host institution

Acknowledgements

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Franz Kurfess: Knowledge Organization

Use and Distribution of these Slides

❖These slides are primarily intended for the students in classes I teach. In some cases, I only make PDF versions publicly available. If you would like to get a copy of the originals (Apple KeyNote or Microsoft PowerPoint), please contact me via email at [email protected]. I hereby grant permission to use them in educational settings. If you do so, it would be nice to send me an email about it. If you’re considering using them in a commercial environment, please contact me first.

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Franz Kurfess: Knowledge Organization

Overview Knowledge Organization

❖ Motivation, Objectives❖ Chapter Introduction

❖ New topics,Terminology❖ Identification of Knowledge

❖ Object Selection❖ Naming and Description

❖ Categorization❖ Feature-based Categorization❖ Hierarchical Categorization

❖ Knowledge Organization Methods❖ Natural Language❖ Ontologies

❖ Knowledge Organization Tools❖ Editors, visualization tools, automated ontology construction

❖ Examples❖ Important Concepts and Terms❖ Chapter Summary

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Franz Kurfess: Knowledge Organization

Motivation and Objectives

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Franz Kurfess: Knowledge Organization

Motivation❖effective utilization of knowledge depends

critically on its organization❖quick access❖ identification of relevant knowledge❖assessment of available knowledge

❖source, reliability, applicability❖knowledge organization is a difficult task, and

requires complementary skills❖expertise in the domain❖knowledge organization skills

❖librarians6

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Franz Kurfess: Knowledge Organization

Objectives❖be able to identify the main aspects dealing with

the organization of knowledge❖understand knowledge organization methods❖apply the capabilities of computers to support

knowledge organization❖practice knowledge organization on small bodies

of knowledge❖evaluate frameworks and systems for knowledge

organization

7

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Franz Kurfess: Knowledge Organization

Identification of Knowledge❖Object Selection❖Naming and Description

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Franz Kurfess: Knowledge Organization

Object Selection❖what constitutes a “knowledge object” that is

relevant for a particular task or topic❖physical object, document, concept

❖how can this object be made available in the system

❖example: library❖ is it worth while to add an object to the library’s collection

❖ if so, how can it be integrated❖physical document: book, magazine, report, etc.❖digital document: file, data base, Web page, etc.

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Naming and Description❖names serve two important roles❖ identification

❖ideally, a unique descriptor that allows the unambiguous selection of the object

❖often an ambiguous descriptor that requires context information ❖ location

❖especially in digital systems, names are used as “address” for an object

❖names, descriptions and relationships to related objects are specified in listings❖dictionary, glossary, thesaurus, ontology, index

10

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Knowledge Organization Methods❖Naming and Description Devices❖ index, glossary, dictionary, thesaurus, ontology

❖Natural Language (NL)❖Levels of NL Understanding ❖NL-based indexing

❖Categorization❖Ontologies

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Naming and Description Devices❖ type❖dictionary, glossary, thesaurus❖ontology❖ index

❖ issues❖arrangement of terms

❖alphabetical, ordered by feature, hierarchical, arbitrary❖purpose

❖explanation, unique identifier, clarification of relationships to other terms, access to further information

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Dictionary❖ list of words together with a short explanation of their

meanings, or their translations into another language❖ helpful for the identification of knowledge objects,

and their distinction from related ones❖ each entry in a dictionary may be considered an

atomic knowledge object, with the word as name and “entry point”❖may provide cross-references to related knowledge objects

❖ straightforward implementation in digital systems, and easy to integrate into knowledge management systems

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Franz Kurfess: Knowledge Organization

Glossary❖ list of words, expressions, or technical terms

with an explanation of their meanings❖usually restricted to a particular book, document, activity, or topic

❖provides a clarification of the intended meaning for knowledge objects

❖otherwise similar to dictionary

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Thesaurus❖collection of synonyms (word sets with identical

or similar meanings)❖ frequently includes words that are related in some other way, e.g. antonyms (opposite meanings), homonyms (same pronunciation or spelling)

❖ identifies and clarifies relationships between words❖not so much an explanation of their meanings

❖may be used to expand search queries in order to find relevant documents that may not contain a particular word

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Thesaurus Types❖knowledge-based❖ linguistic❖statistical

[Liddy 2000] 16

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Knowledge-based Thesaurus❖manually constructed for a specific domain❖ intended for human indexers and searchers❖contains

❖synonyms (“use for” UF)❖more general (“broader term” BT)❖more specific (“narrower” NT)❖otherwise associated words (“related term” RT)

❖example: “data base management systems”❖UF data bases❖BT file organization, management information systems❖NT relational databases ❖RT data base theory, decision support systems

[Liddy 2000] 17

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Linguistic Thesaurus❖contains explicit concept hierarchies of several

increasingly specified levels❖words in a group are assumed to be (near-)

synonymous❖selection of the right sense for terms can be difficult

❖examples: Roget’s, WordNet❖often used for query expansion❖synonyms (similar terms)❖hyponyms (more specific terms; subclass)❖hypernyms (more general terms; super-class)

[Liddy 2000] 18

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Example 1: Linguistic ThesaurusAbstractRelations

Space Physics Matter Sensation Intellect Vilition Affections

The World

Sensationin General

Touch Taste Smell Sight Hearing

Odor Fragrance Stench Odorless

.1 .9.8.2 .3 .4 .5 .7.6

Incense; joss stick;pastille; frankincense or olibanum; agallock or aloeswood; calambac

[Liddy 2000] 19

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[Liddy 2000]

Example 2: WordNet as Linguistic Thesaurus

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Query Expansion in Search Engines

❖ look up each word in Word Net❖ if the word is found, the set of synonyms from all Synsets

are added to the query representation❖ weigh each added word as 0.8 rather than 1.0❖ results better than plain SMART

❖ variable performance over queries❖ major cause of error: the use of ambiguous words’ Synsets

❖ general thesauri such as Roget’s or WordNet have not been shown conclusively to improve results❖ may sacrifice precision to recall❖ not domain specific❖ not sense disambiguated

[Liddy 2000, Voorhees 1993] 21

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Statistical Thesaurus❖ automatic thesaurus construction

❖classes of terms produced are not necessarily synonymous, nor broader, nor narrower

❖rather, words that tend to co-occur with head term❖effectiveness varies considerably depending on technique used

[Liddy 2000] 22

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Automatic Thesaurus Construction (Salton)

❖ document collection based❖based on index term similarities❖compute vector similarities for each pair of documents❖ if sufficiently similar, create a thesaurus entry for each term which includes terms from similar document

[Liddy 2000] 23

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Sample Automatic Thesaurus Entries

408 dislocation 411 coercive junction demagnetize minority-carrier flux-leakage point contact hysteresis recombine induct transition insensitive409 blast-cooled magnetoresistance heat-flow square-loop heat-transfer threshold410 anneal 412 longitudinal strain transverse

[Liddy 2000] 24

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Dynamic Automatic Thesaurus Construction

❖ thesaurus short-cut❖run at query time❖ take all terms in the query into consideration at once ❖ look at frequent words and phrases in the top retrieved documents and add these to the query❖= automatic relevance feedback

[Liddy 2000] 25

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Expansion by Association Thesaurus

Query: Impact of the 1986 Immigration LawPhrases retrieved by association in corpus - illegal immigration - statutes - amnesty program - applicability - immigration reform law - seeking amnesty - editorial page article - legal status - naturalization service - immigration act - civil fines - undocumented workers - new immigration law - guest worker - legal immigration - sweeping immigration law - employer sanctions - undocumented aliens

[Liddy 2000] 26

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Index❖ listing of words that appear in a set of

documents, together with pointers to the locations where they appear

❖provides a reference to further information concerning a particular word or concept

❖constitutes the basis for computer-based search engines

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Indexing❖ the process of creating an index from a set of

documents❖one of the core issues in Information Retrieval

❖ manual indexing❖controlled vocabularies, humans go through the

documents❖ semi-automatic❖humans are in control, machines are used for some tasks

❖ automatic❖statistical indexing❖natural-language based indexing

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Natural Language Methods❖Natural Language Processing❖Natural Language Understanding❖NLP-based Indexing

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Franz Kurfess: Knowledge Organization[Liddy 2000]

Natural Language Processing❖a range of computational techniques for

analyzing and representing naturally occurring texts❖at one or more levels of linguistic analysis❖ for the purpose of achieving human-like language processing

❖ for a range of tasks or applications

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Franz Kurfess: Knowledge Organization[Liddy 2000]

NLP-based Indexing❖ the computational process of identifying,

selecting, and extracting useful information from massive volumes of textual data❖ for potential review by indexers❖stand-alone representation of content❖using Natural Language Processing

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What can NLP Indexing do?❖phrase recognition❖disambiguation❖concept expansion

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Ontologies❖description❖ “representational promiscuity”❖ontology types❖usage of ontologies❖domain standards and vocabularies

❖ontology development❖development process❖specification languages

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Categorization❖Hierarchical Categorization❖Feature-based Categorization

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Hierarchical Categorization❖a set of objects is divided into smaller and

smaller subset, forming a hierarchical structure (tree) with the elementary objects as leaf nodes❖ typically one feature is used to distinguish one category from another

❖often constitutes a relatively stable “backbone” of a knowledge organization scheme

❖re-organization requires a major effort

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Feature-based Categorization❖objects or documents are assigned to categories

according to commonalties in specific features❖can be used to dynamically group objects into

categories that are of interest for a particular task or purpose❖re-organization is easy with computer support

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Ontology❖examines the relationships between words, and

the corresponding concepts and objects❖ in practice, it often combines aspects of thesaurus and dictionary

❖ frequently uses a graph-based visual representation to indicated relationships between words

❖used to identify and specify a vocabulary for a particular subject or task

37

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The Notion of Ontology❖ontology

explicit specification of a shared conceptualization that holds in a particular context

❖captures a viewpoint on a domain: ❖ taxonomies of species❖physical, functional, & behavioral system descriptions❖ task perspective: instruction, planning

[Schreiber 2000] 38

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Franz Kurfess: Knowledge Organization[Schreiber 2000]

Ontology Types❖domain-oriented

❖domain-specific ❖medicine => cardiology => rhythm disorders❖ traffic light control system

❖domain generalizations ❖components, organs, documents

❖ task-oriented❖task-specific

❖configuration design, instruction, planning❖task generalizations

❖problems solving, e.g. upml

❖generic ontologies ❖ “top-level categories”❖units and dimensions

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Using Ontologies❖ ontologies needed for an application are typically a

mix of several ontology types❖ technical manuals

❖device terminology: traffic light system❖document structure and syntax❖ instructional categories

❖e-commerce❖ raises need for❖modularization❖ integration

❖ import/export❖mapping

[Schreiber 2000] 40

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Domain Standards and Vocabularies As Ontologies

❖ example: Art and Architecture Thesaurus (AAT)❖ contains ontological information

❖ AAT: structure of the hierarchy❖ structure needs to be “extracted”

❖ not explicit❖ can be made available as an ontology

❖ with help of some mapping formalism❖ lists of domain terms are sometimes also called “ontologies”

❖ implies a weaker notion of ontology❖ scope typically much broader than a specific application domain❖ example: domain glossaries, wordnet❖ contain some meta information: hyponyms, synonyms, text

[Schreiber 2000] 41

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Ontology Development

Scott Patterson, CS8350

Kietz, Maedche, Voltz; A Method for Semi-Automatic Ontology acquisition from a Corporate Intranet

Maedche & Staab; Ontology Learning for the Semantic Web

DomainOntology

Extract

Import/Reuse

Prune

Refine

Select Sources

Concept Learning

Relation learning

Evaluation

42

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Ontology Specification❖many different languages❖KIF❖Ontolingua❖Express ❖LOOM❖UML❖XML to the rescue: Web Ontology Language (OWL)

❖common basis❖class (concept)❖subclass with inheritance❖relation (slot)

[Schreiber 2000] 43

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Knowledge Organization Examples

❖ad-hoc via diagrams❖concept-form-referent triangle❖ontology mind map❖comparison on knowledge organization methods❖ taxonomy, thesaurus, topic map, ontology

❖examples of ontologies

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Knowledge Organization Example (ad-hoc diagram)

http://keg.cs.tsinghua.edu.cn/persons/tj/Reports/Pswmp-Jie-Tang.ppt45

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^

Communication Principle

ReferentForm Stands for

refers toevokes

Concept

“Jaguar“

[Odwen, Richards, 1923]

[Hotho, Sure, 2003]

46

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Views on OntologiesFront-End

Back-End

TopicMaps

Extended ER-Models

Thesauri

Predicate Logic

Semantic Networks

Taxonomies

Ontologies

Navigation

Queries

Sharing of Knowledge

Information Retrieval

Query Expansion

MediationReasoning

Consistency CheckingEAI

[Hotho, Sure, 2003] 47

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Extending Taxonomies to Ontologies

❖ Taxonomy❖strict hierarchy

❖ Thesaurus❖hierarchy plus synonyms and other relations between words

❖ Topic Map❖additional relations between concepts

❖across the hierarchy❖properties of concepts

❖ Ontology❖ rules specifying the structure of the concept space❖ instances of concepts

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Object

Person Topic Document

ResearcherStudent Semantics

OntologyDoctoral Student

Taxonomy: Segmentation, classification and ordering of elements into a classification system according to their relationships between each other

PhD Student F-Logic

Menu

[Hotho, Sure, 2003]

Taxonomy

49

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Object

Person Topic Document

ResearcherStudent Semantics

PhD StudentDoktoral Student

•Terminology for specific domain•Graph with primitives, 2 fixed relationships (similar, synonym), sometimes

additional relationships (antonym, homonym, ...) •originated from bibliography

similarsynonym

OntologyF-Logic

Menu

Thesaurus

[Hotho, Sure, 2003] 50

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Object

Person Topic Document

ResearcherStudent Semantics

PhD StudentDoktoral Student

knows described_in

writes

AffiliationTel

• Topics (nodes), relationships and occurrences (to documents)• ISO-Standard• typically for navigation and visualization

OntologyF-Logic

similarsynonym

Menu

Topic Map

[Hotho, Sure, 2003] 51

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OntologyF-Logic

similar

PhD StudentDoktoral Student

Object

Person Topic Document

Tel

Semantics

knows described_in

writes

Affiliationdescribed_in is_about

knowsP writes D is_about T P T

DT T D

Rules

subTopicOf

• Representation Language: Predicate Logic (F-Logic)• Standards: RDF(S); OWL

ResearcherStudent

instance_of

is_a

is_a

is_a

Affiliation

Affiliation

York Sure

AIFB+49 721 608 6592

Ontology

[Hotho, Sure, 2003] 52

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Knowledge Organization

Examples

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Cyc Knowledge Base Structure

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Follow the link below for an interactive version that shows more information about the categories (requires JavaScript, and may not work in all browsers):http://www.cyc.com/cyc/images/cyc/technology/whatiscyc_dir/whatdoescycknow

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OntoWeb.org

Portal Generation Navigation

Query/SerachContent

Integration Collect metadata from participating partners

Annotation [Hotho, Sure, 2003] 55

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Art & Architecture Thesaurus

used forindexing stolen art objects in Europeanpolice databases

[Schreiber 2000] 56

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AAT Ontologydescriptionuniverse

descriptiondimension

descriptor

value set

value

descriptorvalue

object

object type object class

classconstraint

has feature

descriptorvalue set

in dimension

instance of

class of

hasdescriptor

1+

1+

1+

1+

1+

1+

[Schreiber 2000] 57

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ARNET Miner 1

58

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ARNET Miner 2❖ `

59

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Top-level Categories:Many Different Proposals

Chandrasekaran et al. (1999)

[Schreiber 2000] 60

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Important Concepts and Terms

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❖ automated reasoning❖ belief network❖ cognitive science❖ computer science❖ deduction❖ frame❖ human problem solving❖ inference❖ intelligence❖ knowledge acquisition❖ knowledge representation❖ linguistics❖ logic❖ machine learning❖ natural language❖ ontology❖ ontological commitment❖ predicate logic❖ probabilistic reasoning❖ propositional logic❖ psychology❖ rational agent

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Summary

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